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I know Power Apps fairly well, however I am new to Power Portals.
I have tried to create a portal with pages, forms, and list; with some success.
However, I know there are steps I am missing along the way.
Does there exist and can anyone direct me to an itemized / bulleted step by step sheet of instructions for setting up a Portal?
Not ALL the how too, but the individual items that will get you from blank to functioning site?
I having problems getting forms, lists, data to appear once I have the components on the screen.
Thanks!
Edited version - added image of Portal with Canvas App, for reference
Yes, this is all very helpful.
Thank you for you detailed and thougtful response.
If I may; regarding 'lists' and 'forms'; I have several canvas apps already created.
I learned how to add those canvas apps to my Portals through the use of the iframe component.
Do you have any insight into using this method to display existing data in SharePoint, rather than creating new tables, controls and relationship in order to display the same data through the forms and lists of the Portals environement?
Am I losing and thing in or creating unforeseen issues display, updating, editing, adding - managing - the data this way?
Hi @Phineas
Welcome to the Power Apps Portals. Sure I will try to answer simply.
Pre:
1. Portal creation from Blank or Dataverse starter portal
Dataverse:
1. Create Table and associated columns as per your need.
2. Choose Form > Main Form > Design your form to render it in Entity list / Entity Form
Branding / Theme:
1. Choose your theme in the portal studio according to your need.
2. Customise it if you require or choose from any existing themes available to make the user's appearance appealing.
Section A: Entity Form / Entity list ( Data Rendering)
1. Start with creating a web page for entity form or entity list. This is the easiest way
2. Add the Entity list / Entity Form component on the page
3. Select the Entity list / Form Component
4. On the right pane > Create new > give a name "List_Table Name"
5. Choose your table and views
6. For every manipulation like create, view and edit > Repeat Section A ( Step 1 to Step 4)
In Portal management:
1. under security > Table permissions
2. Create new permission > select your table
3. Apply proper privileges
4. Add Web roles like Administrators, Authenticated users, or your custom web roles
Note: Portal management steps are significant and it is a must-do.
In Portal studio:
Once you are done. Sync configuration and Browse the Website. Press Ctrl + F5
Hope it helps.
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